CD
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Chapin Davis’s Southern Company SO Stock Holding History

Chapin Davis’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$411K Hold
4,291
– – 0.07% 163
2026
Q1 		$414K Hold
4,291
– – 0.09% 172
2025
Q4 		$374K Hold
4,291
– – 0.09% 170
2025
Q3 		$407K Buy
+4,291
New +$401K 0.1% 161

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Chapin Davis's SO Position: Q2 2026 in Review

Chapin Davis held its Southern Company (SO) position steady in Q2 2026 at 4,291 shares worth $411K. The position accounts for 0.07% of the portfolio, ranked #163.

Chapin Davis first reported a position in SO in Q3 2025 and has held it in 4 quarters since. The position peaked at $414K in Q1 2026. 2,360 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • Chapin Davis held 4,291 shares of Southern Company worth $411K as of Q2 2026.
  • Chapin Davis left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.07% of Chapin Davis's portfolio in Q2 2026, its #163 holding.
  • Chapin Davis first reported a position in Southern Company in Q3 2025 and has held it in 4 quarters since.
  • Chapin Davis's Southern Company position peaked at $414K in Q1 2026.
  • 2,360 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.